Trust Advisor
About the role
An exceptional opportunity with one of Boston's most respected law firms for an experienced Trust Advisor to work with sophisticated, multi-generational families and high-net-worth clients in a collaborative, highly regarded wealth management environment.
You will serve as a trusted advisor, overseeing complex trust, estate, investment management, IRA, foundation, and partnership accounts while partnering closely with clients, attorneys, tax professionals, and investment advisors. This role offers the opportunity to make a meaningful impact by guiding financial, estate, and wealth planning strategies while delivering an exceptional client experience.
Responsibilities
- Serve as a trusted advisor to high-net-worth clients and multi-generational families.
- Oversee complex trust, estate, investment management, IRA, foundation, and partnership accounts.
- Partner closely with clients, attorneys, tax professionals, and investment advisors.
- Guide financial, estate, and wealth planning strategies.
- Deliver an exceptional client experience.
Requirements
- Background in finance, accounting, or law.
- At least three years of experience working with high-net-worth clients.
- Strong understanding of trusts, estate planning, investments, and tax matters.
- Strong analytical, relationship management, and project management skills.
Benefits
- Outstanding culture and professional development opportunities.
- Comprehensive benefits.
- Discretionary bonus.
- Long-term career growth.
Pay
Compensation ranges from $120,000 to $185,000 plus bonus.
Schedule
Hybrid working environment.
Job Code: 18900